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Disclosery

GRID FIRST TR EXCHANGE-TRADED FD

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NASDQ CLN EDGE (fund)

619 managers (630 13F filers) reported a position in GRID shares at 2026-06-30, 33,081,036 shares in all. 120 filers opened a position and 35 filers sold out during the quarter.

Managers
619
13F filers
630
New
120
Added
352
Reduced
91
Sold out
35
Shares held by filers
33,081,036

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OAK FAMILY ADVISORS, LLC13,597$2.61M0.75%new13F-HRTimeline
Provident Co of the Employees of the He…13,578$2.6M1.99%013F-HRTimeline
IFP Advisors, Inc13,359$2.56M0.05%+2,02313F-HRTimeline
American Institute for Advanced Investm…17,675$2.53M1.46%+29613F-HRTimeline
Stegent Equity Advisors, Inc.13,081$2.51M1.8%+44113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,986$2.49M0.12%+6,40713F-HRTimeline
Montis Financial, LLC12,768$2.45M0.5%-35613F-HRTimeline
Wiser Advisor Group LLC12,767$2.45M2.68%+4913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,579$2.41M0.12%+6,47713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,569$2.41M<0.01%+3,24313F-HRTimelineGroup
Dakota Wealth Management12,301$2.36M0.05%+1,20313F-HRTimeline
Moran Wealth Management, LLC12,009$2.3M0.06%+1,33013F-HRTimeline
Pekin Hardy Strauss, Inc.11,871$2.28M0.2%+1,88013F-HRTimeline
Walkner Condon Financial Advisors LLC11,859$2.27M0.26%+1,78313F-HRTimeline
Biltmore Family Office, LLC11,655$2.23M0.29%+1,00213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,865$2.08M<0.01%new13F-HRTimelineGroup
Cambridge Advisors Inc.10,785$2.07M0.36%+48613F-HRTimeline
BOS Asset Management, LLC10,296$1.97M0.46%+7,32113F-HRTimeline
Stonebridge Financial Planning Group, L…10,294$1.97M0.63%+69613F-HRTimeline
Ashton Thomas Private Wealth, LLC10,282$1.97M0.04%+1,35113F-HRTimeline
Alpha Financial Partners LLC10,096$1.94M1.02%+78813F-HRTimeline
Fire Capital Management LLC10,010$1.92M0.78%+5,05313F-HRTimeline
ARS Investment Partners, LLC9,969$1.91M0.08%+5813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC9,704$1.86M0.77%+1813F-HRTimeline
Alexis Investment Partners, LLC9,804$1.85M1.08%+33613F-HRTimeline
TradeWell Securities, LLC.9,616$1.84M0.66%+2,33313F-HRTimeline
Quantum Private Wealth, LLC9,588$1.84M0.47%-1,43213F-HRTimeline
Acropolis Investment Management, LLC9,587$1.84M0.07%+37913F-HR/ATimeline
Tradition Wealth Management, LLC9,503$1.82M0.11%+2,38513F-HRTimeline
Capital CS Group, LLC9,489$1.82M2.65%new13F-HRTimeline
Foundations Investment Advisors, LLC9,276$1.78M0.02%+46413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,252$1.77M0.07%+2,18413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,111$1.75M0.54%+30913F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,994$1.72M0.71%+1,43713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,767$1.68M0.05%+2,93713F-HRTimelineGroup
LeClair Wealth Partners LLC8,767$1.68M0.87%new13F-HRTimeline
Benson Wealth Management INC8,574$1.64M1.65%+1413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,866$1.64M<0.01%+3,38613F-HRTimeline
Meixler Investment Management, Ltd.8,302$1.59M0.88%-43813F-HRTimeline
United Advisor Group, LLC8,283$1.59M0.17%+1,29713F-HRTimeline
Elequin Capital, LP8,281$1.59M0.05%-207,78013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC8,255$1.58M0.47%+90613F-HRTimeline
Cedrus Wealth Group LLC8,242$1.58M1.38%new13F-HRTimeline
Arrowroot Family Office, LLC8,208$1.57M0.45%+96413F-HRTimeline
PKS Advisory Services, LLC8,193$1.57M0.25%+2,41713F-HRTimeline
Providence First Trust Co8,017$1.54M0.43%new13F-HRTimeline
Cottage Street Advisors LLC7,989$1.53M0.59%+85513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,972$1.53M0.1%+61313F-HRTimeline
Proactive Wealth Strategies LLC7,906$1.52M0.24%+2913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV7,863$1.51M0.88%new13F-HRTimeline
FMR LLCin group FMR LLC7,844$1.5M<0.01%+1,97313F-HRTimelineGroup
Intrua Financial, LLC7,787$1.49M0.14%+3,49413F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,734$1.48M0.05%+1,23313F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA7,715$1.48M0.03%+4,47213F-HRTimelineGroup
Kovack Advisors, Inc.7,675$1.47M0.07%+1,58813F-HRTimeline
Fortis Group Advisors, LLC7,646$1.47M0.23%new13F-HRTimeline
Signature Equity Partners, LLC7,637$1.46M0.67%+83713F-HRTimeline
REAP Financial Group, LLC7,615$1.46M0.25%+2,74013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,614$1.46M0.43%-22313F-HRTimeline
Bright Futures Wealth Management, LLC.7,560$1.45M0.94%-2,31713F-HRTimeline
FDx Advisors, Inc.7,542$1.45M0.44%-45113F-HRTimeline
OneDigital Investment Advisors LLC7,540$1.45M0.01%+2,17113F-HRTimeline
Addison Advisors LLC7,540$1.45M0.68%+2,95813F-HRTimeline
Concentrum Wealth Management7,527$1.44M0.35%+2,08913F-HRTimeline
IHT Wealth Management, LLC7,338$1.41M0.03%-9013F-HRTimeline
Western Wealth Management, LLC7,264$1.39M0.05%+2,05313F-HRTimeline
SMITH, MOORE & CO.7,197$1.38M0.09%+1,54913F-HRTimeline
WEALTHSPAN PARTNERS, LLC7,196$1.38M0.43%+1,48913F-HRTimeline
Sovran Advisors, LLC7,931$1.37M0.1%+95913F-HRTimeline
Farther Finance Advisors, LLC7,115$1.36M0.01%+1,01213F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…75,140$1.36M7.35%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,054$1.35M0.03%+72013F-HRTimelineGroup
Scarborough Advisors, LLC7,125$1.35M0.15%+7613F-HRTimeline
Creative Planningin group Creative Planning6,973$1.34M<0.01%+2,45813F-HRTimelineGroup
Advisory Services Network, LLC6,782$1.3M0.01%+1,86313F-HRTimeline
Greenwich Wealth Management LLC6,691$1.28M0.05%+36913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,669$1.28M<0.01%+5,52013F-HRTimelineGroup
Keystone Financial Group6,568$1.26M0.07%+1,06413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,585$1.24M0.01%new13F-HRTimelineGroup
Sonoma Allocations LLC6,544$1.24M0.38%+4,57813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,454$1.24M0.37%+52413F-HRTimelineGroup
IFG Advisory, LLC6,236$1.2M0.04%new13F-HRTimeline
Uniting Wealth Partners, LLC6,206$1.19M0.24%-48213F-HRTimeline
Ausdal Financial Partners, Inc.6,176$1.18M0.05%+58113F-HRTimeline
Sound Financial Strategies Group, LLC6,164$1.18M0.75%+10713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,116$1.17M0.01%+47213F-HRTimelineGroup
Sequent Planning LLC6,025$1.16M0.25%-1,84713F-HRTimeline
CARLSON FINANCIAL, INC.5,953$1.14M0.58%+1,60713F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,905$1.13M0.48%+5013F-HRTimeline
Rehmann Capital Advisory Group5,884$1.13M0.05%+2,50313F-HRTimeline
Beacon Pointe Advisors, LLC5,771$1.11M0.01%+1,23113F-HRTimeline
Intellectus Partners, LLC5,705$1.09M0.19%+71813F-HRTimeline
Maridea Wealth Management LLC5,704$1.09M0.12%+49513F-HRTimeline
First Growth Capital LLC5,625$1.08M0.82%-53913F-HRTimeline
Wealth Watch Advisors, INC5,524$1.06M0.34%+2,23213F-HRTimeline
Cornerstone Planning Group LLC5,738$1.04M0.13%+8713F-HRTimeline
Savvy Advisors, Inc.5,332$1.02M0.02%+60413F-HRTimeline
Symphony Financial Services, Inc.5,301$1.02M0.46%+38513F-HRTimeline
GK Wealth Management LLC5,263$1.01M0.61%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,246$1.01M<0.01%+58313F-HRTimelineGroup
UNIQUE WEALTH, LLC5,194$996K0.12%+2,80113F-HRTimeline
Outlook Wealth Advisors, LLC5,111$980K0.21%+21513F-HRTimeline
Strategic Financial Concepts, LLC5,058$970K0.29%-3,64113F-HRTimeline
Global Assets Advisory, LLC5,132$966K0.21%new13F-HRTimeline
EQUITABLE TRUST CO4,939$947K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,929$945K<0.01%+18013F-HRTimelineGroup
Focus Financial Network, Inc.4,919$943K0.03%+1,70213F-HRTimeline
Asset One Wealth Management LLC5,092$930K0.1%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,762$913K<0.01%+99513F-HR/ATimeline
Per Stirling Capital Management, LLC.4,734$908K0.09%-1513F-HRTimeline
Mezzasalma Advisors, LLC4,711$903K0.18%new13F-HRTimeline
Quad-Cities Investment Group, LLC4,682$898K0.32%+18613F-HRTimeline
Certified Advisory Corp4,667$895K0.07%+2,81613F-HRTimeline
Smith Asset Management Co., LLC4,654$892K0.7%new13F-HRTimeline
Aptus Capital Advisors, LLC4,640$890K0.01%+2,48713F-HRTimeline
Capital Investment Advisory Services, L…4,614$885K0.05%+46813F-HRTimeline
Koshinski Asset Management, Inc.4,570$876K0.05%+25513F-HRTimeline
Balboa Wealth Partners4,539$870K0.12%+2,38913F-HRTimeline
McKinney Capital Management, LLC4,478$859K0.34%+50713F-HRTimeline
Simplicity Wealth,LLC4,472$858K0.03%+39713F-HRTimeline
Astoria Portfolio Advisors LLC.4,462$856K0.14%+2,05913F-HRTimeline
Solutions 4 Wealth, Ltd4,443$852K1.1%-11313F-HRTimeline
CoreCap Advisors, LLC4,350$834K0.02%+11213F-HRTimeline
DAVENPORT & Co LLC4,334$831K<0.01%+62513F-HRTimeline
Mason & Associates Inc4,318$828K0.13%-4113F-HRTimeline
CPR Investments Inc.4,300$824K0.63%+2,78613F-HRTimeline
Global View Capital Management LLC4,249$815K0.17%+1,06413F-HRTimeline
Capital Square, LLC4,407$815K0.36%+1,05913F-HRTimeline
Sowell Financial Services LLC4,244$814K0.03%+22313F-HRTimeline
Dynamic Advisor Solutions LLC4,236$812K0.02%+1,81813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,215$808K0.04%new13F-HRTimelineGroup
Columbus Macro, LLC4,207$807K0.08%+2,27913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,182$802K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,155$797K0.01%+7213F-HRTimelineGroup
SGL Investment Advisors, Inc.4,298$796K0.27%+6213F-HRTimeline
CALTON & ASSOCIATES, INC.4,129$792K0.12%-75613F-HRTimeline
Legacy Capital Wealth Partners, LLC4,109$788K0.15%+7513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,105$787K0.1%+92513F-HRTimeline
Insight Advisors, LLC/ PA4,091$784K0.14%+1,62813F-HRTimeline
Clearwater Capital Advisors, LLC4,059$778K0.06%+80913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,019$771K0.09%-7913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,913$750K<0.01%+34713F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO3,818$732K0.06%+40813F-HRTimeline
Continuum Advisory, LLC3,817$732K0.06%+1,62013F-HRTimeline
FSA WEALTH PARTNERS, INC.3,797$728K0.18%-67913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE3,700$709K<0.01%new13F-HR/ATimelineGroup
Resurgent Financial Advisors LLC3,629$696K0.19%-6013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,614$693K0.04%+1,62513F-HRTimeline
Global Retirement Partners, LLC3,605$691K0.01%13F-HRTimeline
Ignite Planners, LLC3,591$689K0.09%-5313F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,551$681K0.02%+29513F-HRTimeline
Madison Wealth Partners, Inc3,532$677K0.09%-1613F-HRTimeline
Financial Partners Group, Inc3,530$677K0.07%-10213F-HRTimeline
Riggs Asset Managment Co. Inc.3,482$668K0.12%+9813F-HRTimeline
MCF Advisors LLC3,475$666K0.02%+2213F-HRTimeline
Rothschild Wealth LLC3,472$666K0.05%-13613F-HRTimeline
Elevate Capital Advisors, LLC3,443$660K0.37%new13F-HRTimeline
SCOTIA CAPITAL INC.3,425$657K<0.01%-25013F-HRTimeline
Purus Wealth Management, LLC3,344$641K0.18%+93713F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.3,342$641K0.13%+1,32013F-HRTimelineGroup
ARWA LLC3,577$635K0.26%+2,09213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.3,306$634K0.18%+24913F-HRTimeline
Cresset Asset Management, LLC3,286$630K<0.01%+86113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,275$628K0.02%+43013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,253$624K0.11%+19713F-HRTimeline
180 WEALTH ADVISORS, LLC3,216$617K0.06%+1,16213F-HRTimeline
LANARK FINANCIAL, INC.3,203$614K0.04%+59413F-HRTimeline
Belpointe Asset Management LLC3,197$613K0.02%new13F-HRTimeline
Valmark Advisers, Inc.3,195$613K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC3,182$610K0.05%+1,29713F-HRTimeline
Kraft, Davis & Associates, LLC3,329$604K0.13%+9413F-HRTimeline
Quantum Portfolio Management LLC3,148$604K0.22%new13F-HRTimeline
Revisor Wealth Management LLC3,028$580K0.14%+1,24013F-HRTimeline
Clearstead Advisors, LLC3,026$580K0.01%+2,91813F-HRTimeline
WealthPlan Investment Management, LLC3,016$578K0.03%-42813F-HRTimeline
Kapstone Financial Advisors LLC3,003$576K0.24%+49213F-HRTimeline
Perennial Investment Advisors, LLC2,992$574K0.04%+23313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,977$571K<0.01%-10013F-HRTimelineGroup
Nilsine Partners, LLC2,959$567K0.04%-1213F-HRTimeline
GFS Advisors, LLC130$567K0.09%new13F-HR/ATimeline
Everstar Asset Management, LLC2,923$560K0.27%+63213F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC2,875$551K0.33%013F-HRTimeline
Princeton Global Asset Management LLC2,866$550K0.08%-31113F-HRTimeline
PRIVATE TRUST CO NA2,800$537K0.04%+38713F-HRTimeline
Garden State Investment Advisory Servic…2,798$537K0.11%+19213F-HRTimeline
Grantvest Financial Group LLC2,787$534K0.31%new13F-HRTimeline
Impact Partnership Wealth, LLC2,785$534K0.05%+1,48413F-HRTimeline
Purewater Capital LLC2,782$533K0.39%+1,41313F-HRTimeline
Beacon Financial Advisory LLC2,778$533K0.1%+85013F-HRTimeline
SACKS & ASSOCIATES, LLC2,908$521K0.35%+55113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,718$521K<0.01%+1,07813F-HRTimelineGroup
Belvedere Trading LLC2,662$510K0.04%-64013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,608$503K0.06%+1,29613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,613$501K0.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,596$498K<0.01%new13F-HRTimelineGroup
Annex Advisory Services, LLC2,579$494K0.01%+79313F-HRTimeline
Palisades Hudson Asset Management, L.P.2,565$492K0.17%+70413F-HRTimeline
Wealth Management Associates, Inc.2,559$491K0.14%+70313F-HRTimeline
Greykasell Wealth Strategies, Inc.2,512$482K0.17%+1,42713F-HRTimeline
Foguth Wealth Management, LLC.2,720$482K0.05%-15513F-HRTimeline